How to create a workflow? / Can documents be signed by other people before approval?

A workflow defines the sequence of approvers for a particular type (timesheets, time offs, pay runs, etc..) This is created directly from the Settings module by a System Administrator.

To create a workflow, first you need to navigate to the organization settings by clicking on the settings module in the navigation bar. Scroll down until you see the workflow settings as seen in the picture below. Then click the 'create a workflow' button.

Clicking this brings you to the create a workflow page where you have several fields to fill out.

Fields:

  • Workflow type: This determines what type of workflow you are creating.
  • Approver type:  This determines the type of person that has to perform an action in the workflow (it's either people of a certain role, the initiator of the workflow, or a certain person)
  • Approver: If for the previous field you selected certain person, then here you have to choose the people that you want to perform the action in the workflow

To add more people to the workflow, click the add button and fill in the approver type and approver (if necessary) again. When you add using this button, that means that those people will perform an action on the workflow after the initial people that you put down.

When you have finished filling in the required fields, click the 'create workflow' button so that your changes go live.